See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ARONSON LLC4 years Filed as: ARONSON, LLC Service code 10 | Accounting | $14,037 |
ABACUS BENEFIT CONSULTANTS INC7+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $850 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 | Recordkeeping Fees | $850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,206 | $63,745-32.2% | $98,442-56.1% | $79,386-45.6% |
| Participation rate | 73.3% | 69.9%+3.5pp | 73.3%0pp | 70.7%+2.6pp |
| Annual return | 13.84% | 625.80%-612.0pp | 1492.73%-1478.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,965 | $2,557-23.1% | $2,960-33.6% | $2,427-19.0% |
| Participant deferral / active EE | $2,889 | $3,303-12.5% | $4,276-32.4% | $4,046-28.6% |
| Admin fee / account holder | $46 | $516-91.1% | $5,949-99.2% | $626-92.7% |